ALTERNATIVE ENERGY RESOURCES ORG

EIN: 810350698 501(c)(3) Environment

HELENA, MT

Total Revenue
$507,861
Total Expenses
$576,410
Total Assets
$265,802
Net Assets
$160,896
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
MT
Principal Officer
ROBIN KELSON
Phone
4064437272
Tax Period
2023-01-01 to 2023-12-31

ALTERNATIVE ENERGY RESOURCES ORG, founded in 1974, is a small nonprofit in the Environment sector that reported $508K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $576K exceeded revenue, resulting in a 13% operating deficit.

Mission

GRASSROOTS AND STATEWIDE AERO PROMOTES A MORE SUSTAINABLE MONTANA FOR ALL, WORKING AT THE INTERSECTION OF RENEWABLE ENERGY, STEWARDSHIP AGRICULTURE, AND COMMUNITY FOOD SYSTEMS. OUR NICH IS PROVIDING PRACTICAL, SOLUTION-BASED EDUCATION THAT FILLS INFORMATION GAPS SO AS TO PRODUCE A LASTING FOUNDATIONAL CHANGE IN MONTANA COMMUNITIES AND ENTERPRISES.

Program Service Accomplishments

Program 1
Expenses: $338,783 Revenue: $125,332

COMMUNITY ENGAGEMENT: AERO SERVES AS A STATEWIDE INFORMATION RESOURCE HUB ON SUSTAINABILITY TOPICS, PARTICULARLY THOSE RELATING TO SUSTAINABLE ENERGY AND AGRICULTURE PRACTICES, RESLILIENT COMMUNITY...

Read more

COMMUNITY ENGAGEMENT: AERO SERVES AS A STATEWIDE INFORMATION RESOURCE HUB ON SUSTAINABILITY TOPICS, PARTICULARLY THOSE RELATING TO SUSTAINABLE ENERGY AND AGRICULTURE PRACTICES, RESLILIENT COMMUNITY FOOD SYSTEMS, AND RELATED POLICY AND LEGISLATIVE MATTERS. AERO SHARES INFORMATION AND RESOURCES THROUGH ITS WEBSITE, NEWSLETTER, SOCIAL MEDIA, AND EVENTS. ABUNDANT MONTANA AND ITS LOCAL FOOD GUIDE ARE BUILDING THE DEMAND FOR LOCAL FOOD AND PROVIDING MARKETING SERVICES AND ASSISTANCE TO FOOD AND FARMING ENTERPRISES SO THEY CAN BUILD SUCCESSFUL, WELL-CONNECTED, AND THOUGHTFUL BUSINESSES.

Program 2
Expenses: $93,702

FOOD SYSTEMS PROGRAMMING: WITH A PRODUCER-CENTRIC FOCUS, WE HELP MONTANA COMMUNITIES BUILD PLACE-BASED, ROBUST, SUSTAINABLE FOOD SYSTEMS WITH CLIMATE-HEALTHY SOLUTIONS. THE MONTANA FOOD ECONOMY...

Read more

FOOD SYSTEMS PROGRAMMING: WITH A PRODUCER-CENTRIC FOCUS, WE HELP MONTANA COMMUNITIES BUILD PLACE-BASED, ROBUST, SUSTAINABLE FOOD SYSTEMS WITH CLIMATE-HEALTHY SOLUTIONS. THE MONTANA FOOD ECONOMY INITIATIVE(MFEI): AERO IS COORDINATING COMMUNITY STAKEHOLDERS IN CONDUCTING THEIR OWN 18-MONTH FOOD SYSTEM ASSESSMENTS IN HELENA, BILLINGS AND THE FORT BELKNAP RESERVATION. VALUE-ADDED PRODUCER SUCCESS: RESPONSIVE TO MONTANA'S NEW LAW, THE MONTANA LOCAL FOOD CHOICE ACT, THIS PROGRAM PRODUCED A FOOD SAFETY TOOL FOR HOME PRODUCERS, CONDUCTED ON-FARM RAW MILK TRAININGS, SEMINARS, AND WEBINARS STATEWIDE AS GUIDES TO FOOD SAFTETY PRACTICES FOR REDUCING RISK AND LIABILITY.

Program 3
Expenses: $35,787 Revenue: $24,687

NETWORK WEAVING & EDUCATION: KEY TO AERO'S SUCCESS IN DEVELOPING COMMUNITY LEADERS AND INSPIRING COMMUNITY MODELS FOR SUSTAINABLE, CLIMATE-HEALTHY AGRICULTURE, FOOD SYSTEMS, AND ENERGY ACROSS THE...

Read more

NETWORK WEAVING & EDUCATION: KEY TO AERO'S SUCCESS IN DEVELOPING COMMUNITY LEADERS AND INSPIRING COMMUNITY MODELS FOR SUSTAINABLE, CLIMATE-HEALTHY AGRICULTURE, FOOD SYSTEMS, AND ENERGY ACROSS THE STATE IS BRINGING PEOPLE TOGETHER TO LEARN FROM ONE ANOTHER THROUGH WORKSHOPS, PANEL DISCUSSIONS, WEBINARS AND COMMUNITY GATHERINGS DESIGNED TO PROMOTE LEARNING AND KNOWLEDGE-BUILDING, CONNECTION, NETWORKS, RESOURCE-SHARING, PROBLEM-SOLVING AND FINDING COMMON GROUND. AERO'S ANNUAL EXPO BRINGS TOGETHER MONTANANS COMMITTED TO THE CULTURE OF STEWARDSHIP TO SHARE IDEAS, MAKE ENDURING CONNECTIONS, AND FIND SENSIBLE, LASTING, PEOPLE-ORIENTED SOLUTIONS TO FOOD AND ENERGY ISSUES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $357,841
Program Service Revenue $150,020
Investment Income $0
Other Revenue $0
TOTAL REVENUE $507,861

Expense Breakdown

Grants Paid $0
Salaries & Benefits $351,784
Fundraising Expenses $45,041
Program Expenses $468,272
Other Expenses $224,626
TOTAL EXPENSES $576,410

Year-over-Year Comparison

2023 2022 Change
Revenue $507,861 $422,446 +0.2%
Expenses $576,410 $448,416 +0.3%
Net Income $-68,549 $-25,970 +1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
5
Independent Members
4
Employees
14
Volunteers
40

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBIN KELSON EXECUTIVE DIRECTOR 40.00
$59,074 $0 $59,074
ERIN AUSTIN DIR OF COMMUNITY PARTNERS/SALES 40.00
$51,866 $0 $51,866
SAMANTHA MCGOWAN DIRECTOR OF MARKETING/COMMUNICATION 40.00
$49,796 $0 $49,796
ANDREW SHANEFELT DIRECTOR OF OPERATIONS 40.00
$31,450 $0 $31,450
ROB BYRON Director 1.00
Director
$0 $0 $0
JEREMY NADISON Director 1.00
Director
$0 $0 $0
COLTER SCHROEDER Chairman 4.00
Officer
$0 $0 $0
ADA SMITH VICE-CHAIR/SECR 4.00
Officer
$0 $0 $0
RICHARD DONOVAN Treasurer 4.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $507,861 $576,410 $265,802 $-68,549
2022 $422,446 $448,416 $333,969 $-25,970
2021 $338,328 $279,865 $359,173 $58,463
2020 $186,849 $212,260 $329,748 $-25,411
2019 $388,095 $202,071 $237,581 $186,024
2018 $244,300 $244,168 $47,758 $132
Explore More Nonprofits
Top 100 Nonprofits in Montana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare ALTERNATIVE ENERGY RESOURCES ORG with other nonprofits in Montana and across the country.